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Vanguard Tax-Exempt Bond Index Fund

578 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 24

140% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 123

14% more capital invested

Capital invested by funds: $6.8B → $7.75B (+$955M)

7% more funds holding

Funds holding: 542578 (+36)

0.98% more ownership

Funds ownership: 67.22%68.19% (+0.98%)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

Holders
578
Holders Change
+36
Holders Change %
+6.64%
% of All Funds
10.15%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
63
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
Net Calls
+$350K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$175K -$5.44K -99 -3%
SMG
502
Spectrum Management Group
Indiana
$174K
GA
503
GoalVest Advisory
New York
$156K -$13.8K -251 -8%
RFA
504
Reilly Financial Advisors
California
$145K
PB
505
Pinnacle Bancorp
Nebraska
$134K -$5.49K -100 -4%
JCM
506
Jacobi Capital Management
Pennsylvania
$132K +$5.88K +107 +5%
GWSG
507
GPS Wealth Strategies Group
Colorado
$111K +$112K +2,035 New
AA
508
AlphaMark Advisors
Kentucky
$109K
CFO
509
CVA Family Office
Colorado
$107K
Kayne Anderson Rudnick Investment Management
510
Kayne Anderson Rudnick Investment Management
California
$106K +$107K +1,939 New
CWM
511
Cranbrook Wealth Management
Michigan
$100K
MCC
512
Money Concepts Capital
Florida
$87K
FHA
513
First Horizon Advisors
Tennessee
$87K +$87.9K +1,600 New
APW
514
Acima Private Wealth
Virginia
$85K
BAMG
515
Brand Asset Management Group
Missouri
$84K +$9.67K +176 +13%
TFGT
516
TS Financial Group (TSFG)
Illinois
$82K
SIC
517
Salem Investment Counselors
North Carolina
$78K +$21.2K +385 +37%
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$77K -$107K -1,955 -58%
TWA
519
TCI Wealth Advisors
Arizona
$77K +$9.72K +177 +14%
JMF
520
Johnson Midwest Financial
Iowa
$72K
MG
521
MilWealth Group
Wisconsin
$71.7K
EIP
522
Ellis Investment Partners
Pennsylvania
$70K +$165 +3 +0.2%
FNBOSM
523
First National Bank of South Miami
Florida
$55K +$54.9K +1,000 New
Simplex Trading
524
Simplex Trading
Illinois
$54K +$54.9K +1,000 New
ZB
525
Zions Bancorporation
Utah
$53K

VTEB Hedge Fund Activity: Q1 2021 in Review

578 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q1 2021, worth a combined $7.75B — up 14% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VTEB positions and 24 closed out — a net gain of 39 holders — while 295 added to existing stakes and 123 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $247M. The largest seller was JP Morgan Chase, cutting an estimated $11.9M.

  • 578 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q1 2021, up from 542 in Q4 2020.
  • Funds reported $7.75B of Vanguard Tax-Exempt Bond Index Fund stock for Q1 2021, up 14% quarter-over-quarter.
  • 63 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q1 2021 and 24 closed out, a net change of +39 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q1 2021 was Wealthfront Advisers, an estimated $247M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q1 2021 was JP Morgan Chase, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2021.